wish: stock/investment portfolio (with auto-update)

[Joel]

I'm seeking a software that is enable to manage personal accounts AND stock portofolio with online updates.
I just tried HomeBank and it looks like a great software but portfolio management is missing.
Is it planned to add this functionnality ?

[Maxime DOYEN (mdoyen)]

This is in the todolist, but not planned for the moment.

[Vadko (parabolamail)]

This would be a nice fetaure. I use a regular account to track my stock portfolio for a couple of years now and its not very nice. I generally update every week creating a trasaction adding or subtracting the total fluctuation of the stocks... quite annoying but does the trick.
Cant wait for this feature to be implemented.
The automatic update would be nice, but as a option. I dont mind updating the stock value by hand, especially since the computer I run homebank on does not have internet connection.

[DonV (donv)]

In case folks are not aware of it already, check out jStock for a cross-platform tool to manage investment accounts. In order for Home Bank to manage accounts of this type effectively it would need to implement most/all of that tool's functions. A key strength of Home Bank for me at this point is the excellent balance between simplicity and function/utility. jStock is at http://jstock.org .

[VINCENT Nicolas (nicolas20100)]

I'm seeking a software who manage SSP account type.

Without going into complexity of this type of product or jstock, it would be interesting to be able to manage:
   - a liquidity account
   - investments
        ° use funds on the liquidity account
        ° prices can be setted and updated manually

I hope this can be considered.
Thanks again for the super awesome software :)

[Volker Dähn (vdaehn)]

Stock-Quote Updates would be very nice. But creating a Portfolio-Account where i would be able to enter Stocks would be essential.

Would be so useful :)

[Kyle Piira (kyle-piira)]

This would be a useful feature. A few notes:

- There appear to be plenty of free stock ticker APIs which should make real-time account valuation relatively easy.

- This feature should be written in a generic way such that it could also be used to implement cryptocurrency accounts (multiple currencies) or wallets (single currency).

[scb (scb-aa)]

Hello,

Any update on this ? at least a version where you can manually add stocs (auto-update can be added later),

it's pretty much the only functionality missing from the great piece of software that is HomeBank.

[sebastian ovide (sebastian-ovide)]

completely necessary in today's word where having stocks and mutual funds is pretty normal. It is the only feature that is stoping me to move from GnuCash (great software but little bit to complicated for my family needs)

[Maxime DOYEN (mdoyen)]

from:1904409
It would be great to be able to manage also precious metals (such as gold, silver, etc.), the same way currencies are managed (this is actually the way I am currently doing, but I have to manually change the price regularly while currency are automatically updated).
Of course, I believe users might have different preferences on the units to use (g/oz/etc.), which would make it slightly different than a normal currency.

[Maxime DOYEN (mdoyen)]

@sebastian ovide:
I doubt it, you have a very unrealistic view of our world.

[Erik (viking2)]

I just found HomeBank, and I am excited that it has the group feature! I have searched for this feature for many years.

However, I also need to be able to track stocks and mutual funds. Manual entry is OK for me.

Is that a feature that may be implemented within the next few months?

[John Hodnett (john-666)]

I also think that HomeBank is amazing. The only feature missing is the tracking of cryptocurrency, shares and investments etc.

Auto-updates would be a great addition, but not that big a deal.

Is this something that you are considering adding?

[R Collin (collinrog)]

Homebank is great for home finances and Maxime has enough on this hands for this purpose (looking forward to the save reports feature!). I would suggest to those that want to track stocks, crypto etc that they use a separate program and I would highly recommend PortfolioPerformance (https://www.portfolio-performance.info/en/).
I use Homebank for home finance and PortfolioPerformance for investments and I could not be happier. They are both excellent programs that excel in their respective tasks. I am from New Zealand and I quite like having a finance program from France and an investment program from Germany!

[John Hodnett (john-666)]

Hi, and thank you for your reply.
I took a look at Portfolio Performance you recommended, but it is far more complicated than I require. All I am looking for is something where I can store and update my various transactions. The reason I say I am looking for something simpler is that I only have 7 different currencies with a total so far of about 40 transactions.
Is there anything less complicated you can recommend, please?

Many thanks

John Hodnett

-----Original Message-----
From: <email address hidden> <email address hidden> On Behalf Of R Collin
Sent: 9 November 2021 07:00
To: <email address hidden>
Subject: [Bug 780364] Re: wish: stock/investment portfolio (with auto-update)

Homebank is great for home finances and Maxime has enough on this hands for this purpose (looking forward to the save reports feature!). I would suggest to those that want to track stocks, crypto etc that they use a separate program and I would highly recommend PortfolioPerformance (https://www.portfolio-performance.info/en/).
I use Homebank for home finance and PortfolioPerformance for investments and I could not be happier. They are both excellent programs that excel in their respective tasks. I am from New Zealand and I quite like having a finance program from France and an investment program from Germany!

--
You received this bug notification because you are subscribed to the bug report.
https://bugs.launchpad.net/bugs/780364

Title:
  wish: stock/investment portfolio (with auto-update)

Status in HomeBank:
  Confirmed

Bug description:
  I'm seeking a software that is enable to manage personal accounts AND stock portofolio with online updates.
  I just tried HomeBank and it looks like a great software but portfolio management is missing.
  Is it planned to add this functionnality ?

To manage notifications about this bug go to:
https://bugs.launchpad.net/homebank/+bug/780364/+subscriptions

[Abdulrahman (abdulrahman-nosser)]

I have been tinkering with (Home Bank, KMyMoney, Money Manager EX) I prefer Home bank but it lacks the feature of tracking investments and personal assets. For a start I guess adding personal appreciating and depreciating assets would do, as it would compensate for the lack of tracking stocks partially with some manual work.

I am eagerly waiting for this feature to be implemented.

Keep up the good work.

[bharatiraman (raman93)]

Any update on this feature to track various investments like stock, mutual funds etc.
Awaiting your kind guidance on this.

[Henrique Miguel (hmiguel10)]

I have been using HomeBank for 3 years and I love it, the bulk edit option is great.
The only thing that annoys me is that it doesn't have support for investments and stock market actions or even to not have support to treat bitcoin/cryptos as similar as stock market, with the same parameters as shares have like quotas, price, fees etc in only one transaction registry.

Because of that, I'm using KMyMoney only for investments purpose, and I want to suggest Maxime to do similar as they did, it's simple but very effective, above all with de possibility to setting up multiple and custom sources to the auto-update, with URL and RegEx to extract price and date, and with the option in each investment to select the different desired source, exactly like KMyMoney does.

It would be also nice to have the possibility to query the JSON response directly instead of the RegEx. I don't know which one is easier to implement, but for me the RegEx inside KMyMoney it's working perfectly and I think RegEx is more versatile because it can extract directly from the HTML.

And, of course, support to bonds/securities with compound interest, bond's maturity and other functions related to those investments.

Either way, thanks to Maxime for your awesome job in HB and sorry about my [maybe] bad english or mislabeled financial terms and I hope you can implement this as soon as possible. (no pressure haha)